Nuveen California Muni ValNCA
13F holders, Q2 2024 (June 30)61holders
6new positions
7sold out
1famous investor
$8.67avg. 13F price*
At the end of Q2 2024, 61 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, unchanged from Q1 2024. 6 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($13.9M), UBS Group AG ($9.1M) and Guggenheim Capital LLC ($6.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.1M |
| Exits | 7 | $812K |
All 13F filers, Q1 2024 → Q2 2024: 389,466 shares bought and 516,264 shares sold, net −126,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Add +6.1% | 1,599,500 | $13.9M |
| UBS Group AG | 0.00% | Reduce -2.1% | 1,044,329 | $9.1M |
| Guggenheim Capital LLC | 0.05% | Add +10.6% | 743,538 | $6.4M |
| Advisors Asset Management, Inc. | 0.10% | Reduce -5.5% | 562,646 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 443,274 | $3.8M |
| 1607 Capital Partners, LLC | 0.32% | Reduce -2.7% | 407,927 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -13.1% | 308,414 | $2.7M |
| First Foundation Advisors | 0.08% | Add +13.4% | 236,087 | $2.0M |
| LPL Financial LLC | 0.00% | Add +6.6% | 220,604 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -5.8% | 157,498 | $1.4M |
| Regatta Capital Group, LLC | 0.26% | No change | 136,682 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -42.0% | 99,269 | $861K |
| Sweeney & Michel, LLC | 0.33% | Reduce -6.2% | 88,285 | $770K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.8% | 88,219 | $765K |
| Melfa Wealth Management, Inc. | 0.50% | Add +0.1% | 82,843 | $718K |
| Raymond James & Associates | 0.00% | No change | 66,913 | $580K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -24.0% | 65,210 | $565K |
| Wolverine Asset Management LLC | 0.05% | New | 60,960 | $529K |
| Sterling Group Wealth Management, LLC | 0.27% | — | 53,993 | $468K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +72.1% | 50,775 | $440K |
| Fortress Wealth Management, Inc. | 0.22% | Add +1.0% | 50,679 | $439K |
| Rivernorth Capital Management, LLC | 0.01% | Reduce -49.8% | 34,735 | $301K |
| Cetera Investment Advisers | 0.00% | Reduce -18.3% | 33,403 | $290K |
| US Bancorp \de | 0.00% | No change | 26,019 | $226K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -28.6% | 25,011 | $217K |
| Composition Wealth, LLC | 0.01% | Add +25.0% | 25,000 | $217K |
| Susquehanna International Group, LLP | 0.00% | New | 23,135 | $201K |
| Janney Montgomery Scott LLC | 0.00% | Add +87.6% | 21,577 | $187K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.3% | 20,941 | $182K |
| Cerity Partners LLC | 0.00% | No change | 19,978 | $173K |
| D.A. Davidson & Co. | 0.00% | No change | 19,256 | $167K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.7% | 19,137 | $166K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 19,000 | $165K |
| Wedbush Securities Inc. | 0.01% | Add +17.4% | 18,854 | $163K |
| Mgo One Seven LLC | 0.01% | No change | 18,136 | $157K |
| Creative Planning | 0.00% | No change | 17,458 | $151K |
| Logan Stone Capital, LLC | 0.04% | New | 17,424 | $151K |
| Ieq Capital, LLC | 0.00% | Reduce -6.3% | 15,000 | $130K |
| Mutual Advisors, LLC | 0.00% | Add +0.9% | 14,599 | $129K |
| Garrison Point Advisors, LLC | 0.08% | No change | 14,700 | $127K |
| RB Capital Management, LLC | 0.03% | Add +0.4% | 14,052 | $122K |
| Sanctuary Advisors, LLC | 0.00% | — | 13,730 | $119K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.2% | 13,000 | $113K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.3% | 12,304 | $107K |
| HighTower Advisors, LLC | 0.00% | No change | 12,000 | $104K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $102K |
| Citadel Advisors | 0.00% | New | 11,748 | $102K |
| Realta Investment Advisors | 0.02% | No change | 10,562 | $92K |
| Perigon Wealth Management, LLC | 0.00% | No change | 10,560 | $92K |
| Bank of New York Mellon Corp | 0.00% | Reduce -92.0% | 10,269 | $89K |
| Allworth Financial LP | 0.00% | No change | 10,000 | $87K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 7,219 | $63K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $40K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,637 | $32K |
| Hollencrest Capital Management | 0.00% | No change | 2,860 | $25K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 2,819 | $24K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 2,362 | $20K |
| Scarborough Advisors, LLC | 0.01% | No change | 2,250 | $20K |
| Caitlin John, LLC | 0.01% | New | 1,900 | $16K |
| Comerica Bank | 0.00% | Reduce -1.6% | 1,887 | $16K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 918 | $8K |
"% of holder's portfolio" is NCA's weight in each manager's 13F, not the share of Nuveen California Muni Val the manager owns.